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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $342,716 | $251,004+36.5% | $191,597+78.9% | $138,895+146.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 76.9%+23.1pp | 79.9%+20.1pp |
| Annual return | 14.95% | 31.05%-16.1pp | 27.07%-12.1pp | 145.39%-130.4pp |
| Employer contribution / active EE | $15,246 | $6,226+144.9% | $5,025+203.4% | $4,194+263.5% |
| Participant deferral / active EE | $107,500 | $8,154+1218.4% | $6,850+1469.4% | $6,396+1580.7% |
| Admin fee / account holder | $0 | $31,471-100.0% | $22,799-100.0% | $12,562-100.0% |